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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,822 | $118,875+113.5% | $96,572+162.8% | $167,553+51.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.49% | 50.50%-40.0pp | 37.79%-27.3pp | 478.89%-468.4pp |
| Employer contribution / active EE | $7,580 | $3,121+142.9% | $2,357+221.5% | $4,840+56.6% |
| Participant deferral / active EE | $27,135 | $4,617+487.7% | $3,850+604.9% | $6,343+327.8% |
| Admin fee / account holder | $2,283 | $8,070-71.7% | $6,183-63.1% | $12,316-81.5% |